

The First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NASDAQ:GRID) sits at an unusual intersection: it is an infrastructure fund that also captures the industrial equipment vendors selling into the AI power buildout.

AI beneficiaries, especially semiconductor stocks, have sharply corrected, creating rare buy-the-dip opportunities as panic and leverage unwinding shake out euphoria. Despite fears over enterprise AI budgets and global margin calls, AI revenue growth now exceeds capex costs, signaling improved economics and sustainability.

AI could crush many capital-light tech stocks. Real assets may become the safer hiding place.

Burnaby, British Columbia--(Newsfile Corp. - July 16, 2026) - Tantalus Systems (TSX: GRID) (OTCQX: TGMPF) ("Tantalus" or the "Company"), a technology company dedicated to helping utilities modernize their distribution grids by harnessing the power of data, is pleased to announce that the Company will release its financial results for the quarter ended June 30, 2026, after the market closes on Wednesday, August 5, 2026. The Company will hold a conference call and webcast to discuss the financial results on Thursday, August 6, 2026, at 10:00 am Eastern Time.

HALO stocks are gaining favor as investors rotate toward tangible assets and AI-resistant businesses. Here are ETFs to play the trend.

Burnaby, British Columbia--(Newsfile Corp. - June 30, 2026) - Tantalus Systems Holding Inc. (TSX: GRID) (OTCQX: TGMPF) ("Tantalus" or the "Company"), a technology company dedicated to helping utilities modernize their distribution grids by harnessing the power of data, announced today that the Company has entered into an amended credit facility with Fifth Third Bank, N.A. (as successor to Comerica Bank) ("Fifth Third").

ETFs like PAVE offer diversified exposure to AI data center power infrastructure as utilities and grid equipment firms benefit from rising AI build-out spending.

If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the demand wave.